Unclaimed
Zachary L Zagoory is a financial professional currently registered with iCapital Markets LLC in NEW YORK, NY. Zachary has been in the industry since January 13, 2013. Zachary has passed the Series 66, SIE and Series 7 exams and holds a registration in New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
03/13/2019 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
NY
12/04/2013 - 03/13/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
DC
01/01/2012 - 11/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 01/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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